美股詳情

本頁面由Tiger Trade Technology Pte. Ltd.提供服務

Defiance Large Cap ex-Mag 7 ETF

25.38

-0.1400-0.55%

成交量：2,276

成交額：5.78萬

市值：1.92億

市盈率：- -

高：25.38

開：25.38

低：25.38

收：25.52

52周最高：26.92

52周最低：21.57

股本：755.00萬

流通股本：755.00萬

量比：0.15

換手率：0.03%

股息：0.11

股息率：0.45%

淨資產收益率：--

總資產收益率：--

市淨率：--

市盈率(LYR):- -

資料載入中...

總覽公司新聞資訊公告

自ChatGPT問世以來，美股「七巨頭」首次出現走勢分化

环球市场播报

澳洲擬修訂法案鼓勵科技巨頭為新聞內容付費

「AI紙面財富」席捲美股財報季：Anthropic與OpenAI股權大幅推高科技巨頭盈利華爾街轉向審判現金流

美股開盤｜標普高開0.3%；阿里巴巴升逾3%、亞馬遜漲近3%；科技巨頭股走強

聯儲局或9月加息？科技巨頭悲喜兩重天

AI能否回本？科技巨頭本周的股價走勢，市場給出了答案

华尔街见闻

分析：本周財報季六大科技巨頭市值合計波動近 2 萬億美元，AI 投資回報成市場分化關鍵

科技巨頭重燃芯片股希望，美債會成為反彈絆腳石嗎？

美股點金丨科技巨頭重燃芯片股希望，美債會成為反彈絆腳石嗎？

AI「燒錢」效應蔓延：北美科技巨頭CDS七月全線飆升信用市場風險補償要求顯著提升

美股這個財報季盈利增長「超預期」，科技巨頭「資本開支與AI回報」雙漲

华尔街见闻

科威特突發，摧毀多架伊朗無人機！美五角大樓欲大規模採購攔截導彈！美石油巨頭盈利暴增，科技巨頭分化

美股盤後速遞：三大股指期貨集體上漲，科技七巨頭、存儲芯片股走弱，美光、西部數據下跌；油價大漲；聯儲局主席考慮減少議息會議頻次

美國四大科技巨頭競逐AI，支出承諾總計超2萬億美元

环球市场播报

美國四大科技巨頭競逐AI 支出承諾總計超2萬億美元

現金縮水、內存成本飆升：科技巨頭AI建設代價高昂

环球市场播报

7450億美元砸向AI基建的背後：科技巨頭加速燒錢，華爾街愈發審慎

基金經理：市場對美股「七大科技巨頭」擔憂升温，資金開始放眼海外

环球市场播报

科技巨頭AI投資狂潮總投入突破1萬億美元

环球市场播报

美股科技巨頭財報季留下的懸念：「資本開支」與「AI收入」都在增長，誰會贏得敍事？

华尔街见闻

{"basename":"/hant","ssrTDKData":{"titleTemplate":"%s - 老虎證券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎證券,老虎證券開戶,老虎券商,老虎證券官網,老虎證券app,tigertrade老虎證券,股票,炒股,新加坡股票交易平臺,投資,投資理財","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.0a0bd8dc.png","ogUrl":"https://www.etasphere.com/hant/stock/XMAG/news?page=4"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental","symbol":"XMAG","isAnalysisPage":false},"__swrFallback__":{"@#url:\"https://hq.skytigris.cn/stock_info/detail/global\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"XMAG\",,,,,undefined,":{"symbol":"XMAG","market":"US","secType":"STK","nameCN":"Defiance Large Cap ex-Mag 7 ETF","latestPrice":25.38,"timestamp":1789741036834,"preClose":25.52,"halted":0,"volume":2276,"delay":0,"changeRate":-0.005485893416927922,"floatShares":7550000,"shares":7550000,"eps":0,"marketStatus":"交易中","change":-0.14,"latestTime":"09-18 10:22:28 EDT","open":25.38,"high":25.38,"low":25.38,"amount":57792.35132,"amplitude":0,"askPrice":25.52,"askSize":1200,"bidPrice":25.41,"bidSize":1200,"shortable":3,"etf":1,"ttmEps":0,"tradingStatus":2,"nextMarketStatus":{"tag":"盤後交易","tradingStatus":3,"beginTime":1789761600000},"marketStatusCode":2,"adr":0,"exchange":"NASDAQ","adjPreClose":25.52,"sharesOutstanding":6075000,"nav":25.26,"aum":190713000,"dividendRate":0.004523,"bidAskSpread":0,"postHourTrading":{"tag":"盘后","latestPrice":25.47,"preClose":25.52,"latestTime":"19:30 EDT","volume":41,"amount":1056.689,"timestamp":1789687805325,"change":-0.05,"changeRate":-0.001959,"amplitude":0},"volumeRatio":0.145929,"impliedVol":0.0562,"impliedVolPercentile":0.1633},"@#url:\"https://hq.skytigris.cn/stock_info/fundamental/all\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"XMAG\",,,,,undefined,":{"symbol":"XMAG","floatShares":7550000,"roa":"--","roe":"--","lyrEps":0,"volumeRatio":0.145929,"shares":7550000,"dividePrice":0.1148,"high":25.38,"amplitude":0,"preClose":25.52,"low":25.38,"week52Low":21.5688,"pbRate":"--","week52High":26.9166,"institutionHeld":0,"latestPrice":25.38,"eps":0,"divideRate":0.004523,"volume":2276,"delay":0,"ttmEps":0,"open":25.38,"prevYearClose":22.57,"prevWeekClose":25.71,"prevMonthClose":26.03,"prevQuarterClose":26.08,"fiveDayClose":25.71,"twentyDayClose":26.0456,"sixtyDayClose":25.4615},"@#url:\"https://hq.skytigris.cn/fundamental/corporate_actions/details/XMAG\",params:#limit:5,,,undefined,":[{"date":"2024-12-31","symbol":"XMAG","amount":0.04699,"announcedDate":null,"type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2024-12-31","defaultRemindTime":1735655400000,"name":"Defiance Large Cap ex-Mag 7 ETF","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2025-01-03","payableDate":"2024-12-31","currency":"USD","dateTimestamp":1735621200000,"payDate":"2025-01-03"}],"@#url:\"https://hq.skytigris.cn/fundamental/dividend/history\",params:#symbol:\"XMAG\",market:\"US\",,,undefined,":[{"executeDate":"2024-12-31","recordDate":"2024-12-31","paymentDate":"2025-01-03","value":0.04699,"currency":"USD"}],"@#url:\"https://hq.skytigris.cn/fundamental/estimate/recommendation\",params:#symbol:\"XMAG\",market:\"US\",delay:false,,,undefined,":{},"$inf$@#url:\"https://stock-news.skytigris.cn/v2/news/list\",params:#symbols:\"XMAG\",pageSize:20,pageCount:4,lang_content:\"cn\",edition:\"fundamental\",,,undefined,":[{"items":[{"id":"2656556423","title":"自ChatGPT問世以來，美股「七巨頭」首次出現走勢分化","url":"https://stock-news.laohu8.com/highlight/detail?id=2656556423","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656556423?lang=zh_tw&edition=fundamental","pubTime":"2026-08-04 20:39","pubTimestamp":1785847172,"startTime":"0","endTime":"0","summary":"“七巨头”公司的股票走势——方向各异。　　这个被称为“七巨头”的公司群体，刚刚做出了自ChatGPT推出引发市场人工智能热潮以来从未有过的事情。　　美国银行的计算显示，这些财报表现，加上对冲基金Situational Awareness的爆仓，以及新任美联储主席凯文·沃什新闻发布会所引发的不确定性，共同将美国股市的离散度推至近35年来的最高水平。　　看跌期权赋予买方在特定时间前以特定价格卖出标的资产的权利。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-08-04/doc-inimeefm2034975.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina_us","symbols":["META","XMAG","AMZN","NVDA","TSLA","MSFT","GOOG"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656234586","title":"澳洲擬修訂法案鼓勵科技巨頭為新聞內容付費","url":"https://stock-news.laohu8.com/highlight/detail?id=2656234586","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656234586?lang=zh_tw&edition=fundamental","pubTime":"2026-08-04 10:19","pubTimestamp":1785809969,"startTime":"0","endTime":"0","summary":null,"market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/rss/live/live.xml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"live_gelonghui","symbols":["AAPL","XMAG","META","TSLA","AMZN","MSFT","NVDA","GOOG"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656585190","title":"「AI紙面財富」席捲美股財報季：Anthropic與OpenAI股權大幅推高科技巨頭盈利 華爾街轉向審判現金流","url":"https://stock-news.laohu8.com/highlight/detail?id=2656585190","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656585190?lang=zh_tw&edition=fundamental","pubTime":"2026-08-04 09:04","pubTimestamp":1785805474,"startTime":"0","endTime":"0","summary":"美股财报季并非缺乏真实增长，但Anthropic与OpenAI股权价值无疑显著放大了表面EPS盈利数据，华尔街未来定价模型可能倾向回归经营利润与自由现金流。随着人工智能投资热潮持续上演，Anthropic和OpenAI在私募市场的估值均大幅飙升，两家公司的估值都仅仅略低于1万亿美元。Alphabet净利润增速飙升近300%;若剔除SpaceX和Anthropic带来的收益，增幅则更接近23%。Anthropic和OpenAI均已向美国证券交易委员会秘密提交文件，预计将在未来一年内上市。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1475556.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["DDFY","159399","PBFB","XDSQ","AIPO","SPHQ","CHAT","PBMY","USPX","XBAP","SCHK","ZAPR","RANK","SEPI","TFGZ","UPRO","APRQ","PBAP","UXJL","DDTL","HMAY","FOCT","SFY","OMFL","FBUF","TMFE","BLUX","QTOC","UXAP","EQLS","POCT","FAZ","ARTY","XAUG","BKLC","PALC","XMAG","XCHG","SPUS","VTHR","ZECP","BJUL","LAPR","GFGF","PQX","BUFD","XIMR","SSO","BAMG","PMAP"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1135474159","title":"美股開盤｜標普高開0.3%；阿里巴巴升逾3%、亞馬遜漲近3%；科技巨頭股走強","url":"https://stock-news.laohu8.com/highlight/detail?id=1135474159","media":"美股开盘","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1135474159?lang=zh_tw&edition=fundamental","pubTime":"2026-08-03 21:31","pubTimestamp":1785763877,"startTime":"0","endTime":"0","summary":"股市8月3日，美股三大指数高开：道琼斯指数报52,485.03点基本持平，标普500指数涨0.33%报7,514.76点，纳斯达克指数报25,373.85点亦基本持平。期指同步上扬，道指、标普500主连分别涨0.95%和0.37%，大型科技股活跃带动市场情绪偏暖。高盛警告标普盈利过度集中于AI巨头。公司以增发A类普通股置换零票息可转债，显著降低长期债务，但潜在对冲交易或加剧股价波动。预计二季度营收同比增47%，期权价格暗示公布后股价或振幅达10%，将检验AI芯片需求强度。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0348814723.USD","LU1861127337.USD","LU1051768304.USD","LU1674673691.USD","LU1823568750.SGD","GB00BDT5M118.USD","LU0528227936.USD","KBAB","LU2756315664.SGD","IE00BMPRXN33.USD","LU0345769128.USD","SG9999015986.USD","LU2087625088.SGD","LU1046422090.SGD","LU1868836757.USD","LU2264538146.SGD","LU1244550577.SGD","LU2097829019.USD","LU2242650005.HKD","LU2471134952.CNY","LU0345768153.USD","LU2023250330.USD","LU0314104364.USD","LU2168564222.USD","BK4507","LU1880398471.USD","LU2028103732.USD","LU2462157665.USD","IE000KEQY171.SGD","LU1048588211.SGD","NVDA","BABA","LU0316494557.USD","OGIG","LU0107464264.USD","LU0949170772.SGD","LU1261432733.SGD","BK4503","IE00B7SZLL34.SGD","LU1242518857.USD","IE00B3SWFQ91.USD","LU1152091754.HKD","IEMG","LU0784385840.USD","LU0965509283.SGD","LU2471134523.USD","IE00B19Z3B42.SGD","LU1815333072.USD","LU0456855351.SGD","LU1048596156.SGD","LU1127390331.HKD","IE000SO60NU8.SGD","RTH","IE00BQXX3F31.USD","BABX","LU0310800379.SGD","LU1791710582.SGD","ONLN","LU1718418525.SGD","LU2236285917.USD","SG9999004303.SGD","LU1791710400.SGD","LU0672654240.SGD","LU2247934214.USD","LU2487616109.SGD","LU0143551892.USD","IE00BFSS8Q28.SGD","LU1074936037.SGD","LU0070302665.USD","IE00BKVL7J92.USD","BK4551","BK4532","LU1301847155.USD","IE00B1BXHZ80.USD","LU1917777945.USD","LU0651947912.USD","LU2471134879.HKD","SG9999015945.SGD","LU0082616367.USD","LU0308772762.SGD","LU2462591277.SGD","SGXZ99366536.SGD","LU0210533765.USD","WANT","BABU","LU1046421795.USD","BK4588","LU0128525929.USD","LU1201861249.SGD","LU1979441026.SGD","LU1868837136.USD","LU0918141705.HKD","HK0000914660.USD","BK4533","LU2089284900.SGD","LU2602419157.SGD","LU2087621335.USD","BK4614","LU0070217475.USD","LU2237957902.USD","LU1720051017.SGD","LU1242518931.SGD","LU0127658192.USD","LU2168564495.EUR","LU1366333091.USD","LU2361044949.HKD","LU0234572021.USD","SG9999017495.SGD","LU0820561818.USD","LU2023250843.SGD","LU1548497426.USD","LU0210536198.USD","LU2461242641.AUD","LU0149725797.USD","LU1232071149.USD","LU0417517546.SGD","LU2111349929.HKD","LU1814569148.SGD","LU1201861165.SGD","LU0061474705.USD","LU2420271590.USD","SG9999015978.USD","LU1366192091.USD","LU2452424414.USD","SGXZ44715902.SGD","BABW","LU0154236417.USD","IE0004086264.USD","LU1496350502.SGD","LU2750360641.GBP","GOOG","BK4604","IE00BWXC8680.SGD","LU0784383803.USD","LU0742534661.SGD","LU2505996681.GBP","LU1267930573.SGD","LU2242649171.HKD","LU1066051498.USD","HK0000304805.HKD","BABO","LU1674673428.USD","LU0053666078.USD","LU1429558221.USD","LU1861559042.SGD","BK4592","IE00B4YYXB79.USD","LU0320765059.SGD","LU0918141887.USD","LU0965509101.SGD","IE000YTNTUN2.SGD","SG9999015952.SGD","LU1989764748.USD","LU1244550494.USD","IE000F7OJYX1.SGD","IE00B7KXQ091.USD","IE0009G5SDU7.USD","LU0175139822.USD","SG9999014906.USD","LU2746668461.USD","SG9999014898.SGD","LU0157215616.USD","LU2054465674.USD","LU0640476718.USD","LU0011850046.USD","LU1769817096.USD","LU0251143458.SGD","IE00B1XK9C88.USD","LU1934455863.HKD","LU0683600562.USD","LU0029864427.USD","IE00B4JS1V06.HKD","ILDR","IE00B5949003.HKD","LU0310799852.SGD","LU0648001328.SGD","LU1084165304.USD","BK4502","LU2750360997.AUD","LU0880133367.SGD","IE00BK4W5L77.USD","IE00BQXX3C00.GBP","IE000MB6IJN5.SGD","LU2417539215.USD","AAPL","LU1267930730.SGD","LU2125154778.USD","LU1267930490.SGD","LU0047713382.USD","LU1152091168.USD","BK4538","SG9999001077.SGD","LU0267386448.USD","LU0494093205.USD","LU1105468828.SGD","LU0072462343.USD","LU2746668974.SGD","CLIX","LU0174119429.USD","ESmain","LU0348816934.USD","LU1316542783.SGD","LU0345770308.USD","SG9999018865.SGD","AMZD","LU1008478684.HKD","LU2361044865.SGD","LU0158827948.USD","LU0061475181.USD","LU0312595415.SGD","LU1974910355.USD","LU2360032135.SGD","LU2552382132.HKD","LU0354030511.USD","BK4527","IE0034235303.USD","LU0109391861.USD","LU2065170008.USD","LU0158827781.USD","HK0000914686.HKD","LU1064131342.USD","LU0957791311.USD","BK4585","LU0965508806.USD","LU2552382215.SGD","LU2360106780.USD","LU2362541513.USD","LU2211817866.USD","BK4504","LU1934455277.USD","LU0820561909.HKD","LU0256863811.USD","LU2860962120.EUR","LU2168563687.JPY","META","LU0820562030.AUD","LU1861558580.USD","LU2271345857.HKD","LU1282648689.USD","SGXZ23171101.USD","09988","LU1935043023.USD","IE00BJJMRX11.SGD","IE000W1ABFV2.USD","IE00BFMHRM44.USD","LU0072462426.USD","LU2106854487.HKD","SGXZ81514606.USD","BK4581","LU2764263203.CNY","IE00BK4W5M84.HKD","LU2065169927.USD","IE000WAW04H5.SGD","AMZU","LU0949170426.SGD","LU1435385759.SGD","LU2063271972.USD","LU2213496289.HKD","LU0823434583.USD","LU0072913022.USD","LU0353189763.USD","LU0784384876.USD","LU0096364046.USD","LU0823421416.USD","LU1051769294.HKD","LU2471134796.USD","LU1935042215.USD","LU1551013342.USD","LU2237438978.USD","LU2764262908.HKD","BK4122","BBYY","LU0708994859.HKD","LU0642271901.SGD","LU1515016050.SGD","LU2023250504.SGD","LU1116320901.HKD","LU2896262040.SGD","LU1935042991.SGD","LU2430703251.USD","USAW.SI","LU2552382058.USD","IE0002270589.USD","BK4524","LU0861579265.USD","LU0342679015.USD","LU2463028550.USD","LU0501845795.SGD","LU0345769631.USD","LU0651946864.USD","LU2403377893.USD","LU1804176565.USD","AMZW","IE00B5TLWC47.USD","LU2381873111.SGD","BK4543","LU2362541273.HKD","IE000M9KFDE8.USD","LU2720916845.USD","BK4526","LU0302445910.USD","LU1934455194.USD","LU2430703095.HKD","BK4575","LU0823434740.USD","LU0787776722.HKD","IE00BYQQ9H92.USD","IE0004091025.USD","LU0553294199.USD","LU0328353924.USD","LU1868837300.USD","SG9999018857.SGD","LU2125154935.USD","BK4554","LU1145028129.USD","IE00BKPKM429.USD","LU2083900584.USD","LU0345768740.USD","LU1839511570.USD","LU0661504455.SGD","LU0719512351.SGD","IE00BFXG0V08.USD","IE0003U64NQ7.SGD","LU1803068979.SGD","LU1935043536.SGD","LU1880383366.USD","LU1988902786.USD","LU0109392836.USD","LU0345774391.USD","LU2361045086.USD","LU0106959298.USD","LU0251142724.SGD","LU0320765489.SGD","IE00BZ1G4Q59.USD","BK4579","BK4565","LU2168564149.EUR","HULL","LU0096362180.USD","LU0130103400.USD","EDZ","LU1267930227.SGD","LU1769817179.HKD","LU1069344957.HKD","LU2756315318.SGD","LU1914381329.SGD","LU0964807845.USD","LU2092937148.SGD","LU1066053197.SGD","BK4598","IE00BQXX3D17.EUR","LU0072461881.USD","LU0251131958.USD","LU1153585028.USD","LU0208291251.USD","LU0128525689.USD","BK4550","LU1037948541.HKD","BK4531","LU0985320562.USD","AMZY","SGXZ51526630.SGD","LU1235294995.USD","LU1629891620.HKD","LU0265550946.USD","LU1688375341.USD","IE00B0JY6N72.USD","LU1880398554.USD","LU1066051225.USD","BK4612","IE0009356076.USD","BK4596","IE00BMPRXR70.SGD","LU0348723411.USD","SG9999002224.SGD","LU2456880835.USD","HK0000532082.HKD","LU2108987350.USD","LU2430703178.SGD","SGXZ80539844.SGD","LU0097036916.USD","LU0323591593.USD","IE0004445239.USD","LU2362540622.SGD","SGXZ31699556.SGD","LU0061474960.USD","IE00B775SV38.USD","IE00BKDWB100.SGD","LU0256863902.USD","LU0738911758.USD","LU1883839398.USD","BK4559","LU0170899867.USD","LU2211815571.USD","LU2092627202.USD","LU0708995401.HKD","LU2226246903.HKD","IE0001KFT4U8.USD","IE0004445015.USD","LU0724617625.USD","LU1868836914.USD","HK0000304797.USD","AMZN","LU0797268264.HKD","SG9999002232.USD","IE00BFSS7M15.SGD","LU0198837287.USD","LU0211327993.USD","ALBmain","LU1852331112.SGD","TSLA","LU2505996509.AUD","BK4561","BK4587","LU0310800965.SGD","LU0823411888.USD","LU1868836591.USD","LU0648000940.SGD","LU0080751232.USD","LU0234570918.USD","LU0251132253.USD","LU2077746001.SGD","IE0000B7K699.USD","LU1066051811.HKD","BK4548","BK4535","LU0345770993.USD","LU0215105999.USD","LU0345774631.USD","LU1935042488.USD","IE00B3S45H60.SGD","LU1116320737.USD","LU0943347566.SGD","LU2999663052.SGD","LU2065171402.SGD","IE00BF5LJ272.USD","LU2764263039.SGD","LU0882574139.USD","LU0289960550.SGD","IE00BN29S564.USD","LU0980610538.SGD","IE00B19Z8X17.USD","LU0784385170.HKD","LU0238689110.USD","LU0077335932.USD","BK4220","IE00BJJMRY28.SGD","BK4558","LU0056508442.USD","LU0466842654.USD","LU1244550221.USD","XMAG","AMZP","LU1633808545.USD","LU1551013425.SGD","LU2462591350.SGD","IE0005OL40V9.USD","LU0079474960.USD","LU0545039389.USD","LU2637965513.SGD","LU0203202063.USD","LU2237957811.SGD","LU0689472784.USD","SG9999014880.SGD","LU0048584097.USD","LU0889565833.HKD","LU1119994496.HKD","BK4534","IE00BMPRXQ63.HKD","LU1496350171.SGD","LU0138981039.USD","LU0162691827.USD","LU2317271919.USD","LU2250418816.HKD","IE00BJTD4V19.USD","LU2543165471.USD","LU2592432038.USD","IE00B19Z9505.USD","SG9999000418.SGD","LU1035775433.USD","LU1280957306.USD","LU1778281490.HKD","LU2065171311.SGD","LU2089283258.USD","LU0265550359.USD","LU0456842615.SGD","LU0390134368.USD","BK4607","LU1989764664.SGD","LU0203201768.USD","LU2954938101.SGD","BK4505","LU1037948897.HKD","IE00BJLML261.HKD","LU0353189680.USD","LU0823421333.USD","LU0067412154.USD","LU2148611432.USD","DRAG","LU0965509010.AUD","LU0821914370.USD","LU1323610961.USD","LU1720051108.HKD","LU0354030438.USD","LU1003077747.HKD","IE000ITXATA3.USD","LU0276348264.USD","LU0052756011.USD","LU0048573561.USD","LU0133085943.USD","AZYY","IE000BZT7R73.USD","LU0786609619.USD","LU0211328371.USD","LU0210528500.USD","IE00B775H168.HKD","LU0788109477.HKD","LU1691799644.USD","LU0871640123.AUD","SG9999014914.USD","LU2265009873.SGD","LU2326559502.SGD","IE00BJTD4N35.SGD","LU0130102774.USD","LU2023251221.USD","LU2357305700.SGD","MSFT","AMZZ","BK4566","IE00B19Z3581.USD","LU2168564065.EUR","LU2275660780.HKD","LU0979878070.USD","LU0289941410.SGD","IE00B19Z8W00.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656321891","title":"聯儲局或9月加息？科技巨頭悲喜兩重天","url":"https://stock-news.laohu8.com/highlight/detail?id=2656321891","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656321891?lang=zh_tw&edition=fundamental","pubTime":"2026-08-03 15:57","pubTimestamp":1785743825,"startTime":"0","endTime":"0","summary":"7月30日凌晨,美联储的FOMC如预期般以9比3的投票结果将利率维持在3.50%至3.75%区间。会后声明几乎没有实质性修改，美联储也没有在新闻发布会上提供任何政策前瞻指引，也未解释委员会对当前通胀形势的具体判断。目前市场隐含的9月加息概率已从发布会前的80%以上降至接近60%。这实际上意味着：金融条件已经明显收紧，因此美联储暂时无需进一步加息。","market":"us","thumbnail":" http://caiji.3g.cnfol.com/colect/202608/03/20260803297202.jpg","type":0,"news_type":0,"thumbnails":[" http://caiji.3g.cnfol.com/colect/202608/03/20260803297202.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/shichangjuejin/20260803/32324604.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["HMOP","VCIT","GOVT","MUB","BOXX","VGSH","LQD","MINT","EBUF","XMAG","VCSH","PBDC","SPY","TYO","DBND","GBIL","UDN","MUNX","OOQB","CIVG","BND","BIL","TLH","TMF","BSV","GOLY","LIAJ","NGHT","TLT","UBT","XBIL","MYCN","AGG","VOO","KBE","BOND","VGIT","JPST","EDV","IEI","NEMD","SHY","SCHO","JULD","FEM","VGLT","TLTW","TIP","IEF","NELS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656931723","title":"AI能否回本？科技巨頭本周的股價走勢，市場給出了答案","url":"https://stock-news.laohu8.com/highlight/detail?id=2656931723","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656931723?lang=zh_tw&edition=fundamental","pubTime":"2026-08-02 19:06","pubTimestamp":1785668789,"startTime":"0","endTime":"0","summary":"本周华尔街释放出明确信号：AI投资回报正沿着云计算业务加速兑现。微软、亚马逊和谷歌云业务收入强劲增长，带动股价大幅上涨；相比之下，缺乏成熟云业务变现渠道的Meta，虽然持续加码AI投入，却尚未形成直接盈利回报，股价承压。市场正在重新定价AI赢家，不再单纯奖励投入规模，而更关注企业将AI转化为收入、利润和现金流的能力。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3778516","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["CHAT","TSLA","VTHR","AAPL","ARTY","META","GOOG","XMAG","AGIX","AMZN","NVDA","MSFT","AIPO","QTOC"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2656312023","title":"分析：本周財報季六大科技巨頭市值合計波動近 2 萬億美元，AI 投資回報成市場分化關鍵","url":"https://stock-news.laohu8.com/highlight/detail?id=2656312023","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656312023?lang=zh_tw&edition=fundamental","pubTime":"2026-08-02 16:31","pubTimestamp":1785659463,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据 CNBC 报道，本周已公布财报的 6 家美国科技巨头市值合计变动接近 2 万亿美元，投资者正在根据云业务增长与 AI 资本支出回报挑选赢家。\n\nAlphabet、亚马逊和微软市值合计增加近 1.5 万亿美元，其中微软增加逾 6000 亿美元，亚马逊与 Alphabet 均增加逾 4000 亿美元。\n\n与此同时，苹果市值蒸发逾 3500 亿美元，Meta 减少约 850 亿美元，特斯拉减少约 70 亿美元。苹果虽在营收、盈利及 iPhone 销售方面超过预期，但预计本季度营收增长 9% 至 11%，低于分析师预期的 12%，并称存储芯片短缺及晶圆产能竞争将继续限制供应，其股价周五收跌逾 7%。\n\n亚马逊二季度 AWS 收入同比增长 37%，创 2021 年以来最快增速，推动其股价周五上涨逾 15%。公司同时将 2026 年资本支出预期由 2000 亿美元上调至 2200 亿美元。微软周四上涨 15%，Meta 则下跌 8%，显示市场对两家公司 AI 投资回报的判断明显分化。\n\nJefferies 表示，科技巨头未来 12 个月 AI 支出正趋近 8000 亿美元。当前市场争论已不再是 AI 是否存在真实需求，而是长期利润能否支撑如此大规模投资。 ","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.chaincatcher.com/article/2279838","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["VTHR","XMAG","AFLG","QTOC","AINT","AGIX","AIPO","QIDX","ARTY","CHAT","APRP"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656314895","title":"科技巨頭重燃芯片股希望，美債會成為反彈絆腳石嗎？","url":"https://stock-news.laohu8.com/highlight/detail?id=2656314895","media":"第一财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656314895?lang=zh_tw&edition=fundamental","pubTime":"2026-08-02 09:47","pubTimestamp":1785635220,"startTime":"0","endTime":"0","summary":"与此同时，多家芯片股财报来袭，市场将迎来新一轮AI叙事考验。反弹面临多方面考验随着全球科技巨头在最新财报中维持或上调资本开支预期，AI领域砸钱热潮尚未降温，美股上周尾盘企稳回升。本周，已经发布财报的六大科技巨头合计出现近2万亿美元市值的增减波动。本轮财报季显示，资金正在主动筛选AI赛道赢家，科技巨头股价走势出现明显分化。展望未来，该机构认为本轮反弹在下周初或存在进一步上行空间，但同时需要警惕尾部风险。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/jjxw/2026-08-02/doc-inikwuvp5337236.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/jjxw/2026-08-02/doc-inikwuvp5337236.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["TBT","USHY","VCIT","LIAJ","IEF","ZROZ","NGHT","JPST","HMOP","UTHY","VCSH","GOLY","MTNmain","ZTmain","UTWY","BOXX","TMF","GOVT","XBIL","CIVG","SHY","TLH","UTRE","TNmain","MYCN","MINT","ZBmain","VGIT","HYG","IEI","UBmain","BITC","TYO","UFIV","VGLT","SGOV","MWNmain","XMAG","DBND","TBIL","ZFmain","MUNX","TLT","GBIL","BNDW","USVN","BOND","TLTW","UBT","BSV"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656314862","title":"美股點金丨科技巨頭重燃芯片股希望，美債會成為反彈絆腳石嗎？","url":"https://stock-news.laohu8.com/highlight/detail?id=2656314862","media":"第一财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656314862?lang=zh_tw&edition=fundamental","pubTime":"2026-08-02 09:46","pubTimestamp":1785635173,"startTime":"0","endTime":"0","summary":"美国三大股指本周收涨。投资者布局大型科技股，多家企业财报证明AI资本投入正在实现商业化变现，这一利好对冲了美债收益率上行带来的压力。不过长端美债收益率再创多年新高，市场担忧油价上行再度推升通胀，可能给成长股带来估值压力。与此同时，多家芯片股财报来袭，市场将迎来新一轮AI叙事考验。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608023829094246.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202608023829094246.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["GOVT","GOLY","USHY","AGG","BSV","ZROZ","LQD","TBIL","VGLT","WAMA","TLH","GBIL","EDV","TMF","TLTW","UFIV","USVN","BOND","VGIT","HMOP","MINT","SHY","MYCN","BIL","LIAJ","TBT","SHV","UTWY","BOXX","XMAG","BERZ","BITC","BND","HYG","XSEM","SGOV","VGSH","TYO","IEF","IEI","MUNX","VCSH","XBIL","TLT","DBND","UTHY","UBT","BNDW","NGHT","SCHO"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656039311","title":"AI「燒錢」效應蔓延：北美科技巨頭CDS七月全線飆升 信用市場風險補償要求顯著提升","url":"https://stock-news.laohu8.com/highlight/detail?id=2656039311","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656039311?lang=zh_tw&edition=fundamental","pubTime":"2026-08-02 09:07","pubTimestamp":1785632849,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，光大证券发布研究报告称，近期，北美科技巨头信用违约互换快速走阔，引发市场对AI基础设施高资本投入及融资可持续性的关注。上述变化表明市场对投资回报、现金流覆盖及融资安排的关注升温，信用市场对AI高资本投入模式的风险补偿要求回报正在提升。CDS反映投资者为对冲企业信用风险所需支付的成本，其上升意味着市场要求的信用风险补偿提高。北美科技巨头5年期CDS在7月以来普遍明显上行。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1474963.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["CHAT","TSLA","VTHR","ARTY","META","GOOG","XMAG","AGIX","AMZN","NVDA","MSFT","AIPO","QTOC"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656139701","title":"美股這個財報季盈利增長「超預期」，科技巨頭「資本開支與AI回報」雙漲","url":"https://stock-news.laohu8.com/highlight/detail?id=2656139701","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656139701?lang=zh_tw&edition=fundamental","pubTime":"2026-08-02 06:20","pubTimestamp":1785622844,"startTime":"0","endTime":"0","summary":"高盛表示，美股二季度财报表现强劲，标普500剔除一次性项目后EPS同比大增26%，AI基础设施贡献约三分之一盈利增长。云巨头云业务增速飙至48%，2027年资本开支预计突破1万亿美元，强劲基本面正为AI行情提供支撑。","market":"other","thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54"],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3778478","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AFLG","DVIN","APRP","FIDU","AINT","SPYU","QIDX","NJAN","VTHR","09834","03034","XLII","QMAR","UDOW","YSPY","ARTY","UXI","03455","SPXU","SMAX","REGS","FRTY","DIA",".DJI","SDS","SPY","SPYH",".SPX","DOG","07261","PJFM","DXD","MMAX","QLD","NDX","NOCT","NJUL","QQQM","GPIQ","SPXL","QDEC","07568","07266","DMAX","SPUU","SQQQ","SSO","VOO","TQQQ","AIPO","IVV","PSCI","09086","SPYQ","SPYM","SPXS","NAPR","02834","MADE","AGIX","07522",".IXIC","TRUI","UPRO","CHAT","DDM","QQQ","SH","QID","TQQY","XMAG","QQQX","PSQ","VIS","SPDN","QTOC","IYJ","SDOW","XLIX","03086","HIBL"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2656313658","title":"科威特突發，摧毀多架伊朗無人機！美五角大樓欲大規模採購攔截導彈！美石油巨頭盈利暴增，科技巨頭分化","url":"https://stock-news.laohu8.com/highlight/detail?id=2656313658","media":"期货日报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656313658?lang=zh_tw&edition=fundamental","pubTime":"2026-08-01 18:52","pubTimestamp":1785581520,"startTime":"0","endTime":"0","summary":"当前，中东局势、全球市场有哪些最新资讯？一起来看。科威特军方称摧毁多架伊朗无人机据新华社报道，科威特军方8月1日表示，该国多个重要设施当天遭到袭击，其武装部队已探测并摧毁了多架伊朗无人机。当天早些时候，科威特武装部队总参谋部表示，全国各地听到的爆炸声是由防空系统拦截敌方目标造成的，并敦促公众遵守有关部门发布的安全指示。袭击没有造成人员伤亡。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608013829047998.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202608013829047998.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["KOMP","AAPL","PXE","159019","OIH","DIG","BK4588","XES","PXJ","USE","XLE","XMAG","BNO","DRIP","USL","WTIU","GUSH","OILK","DRNL","GOOG","IXC","META","ERX","AMZN","DBE","BK4570","OILU","DRLL","VDE","TSLA","MSFT","IEO","XOP","BK4585","OILT","NVDA","FTXN","DBC","USOI","WDRN"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656978397","title":"美股盤後速遞：三大股指期貨集體上漲，科技七巨頭、存儲芯片股走弱，美光、西部數據下跌；油價大漲；聯儲局主席考慮減少議息會議頻次","url":"https://stock-news.laohu8.com/highlight/detail?id=2656978397","media":"中新经纬","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656978397?lang=zh_tw&edition=fundamental","pubTime":"2026-08-01 09:12","pubTimestamp":1785546720,"startTime":"0","endTime":"0","summary":"北京时间8月1日，美股盘后，三大股指期货延续上涨趋势，美国科技七巨头集体走弱，存储芯片股下挫。美股存储芯片股盘后走弱截至发稿，道指期货涨0.27%，纳指期货涨0.17%，标普500指数期货涨0.41%。美国科技七巨头盘后集体走弱，亚马逊跌0.46%，苹果跌0.51%，谷歌跌0.67%，脸书跌0.5%，微软跌0.6%，英伟达跌0.9%，特斯拉跌0.63%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608013828988063.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202608013828988063.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["IEO","US2Y.BOND","DISK","BNO","DRMY","FTXL","GOVT","PBDC","ZROZ","MUD","GBIL","FTXN","IEF","09747","TLT","TLTW","LIAJ","VCIT","DRMP","DBE","TMF","US7Y.BOND","IEI","SHV","TIP","TYO","BOXX","US10Y.BOND","SHY","XMAG","VGIT","DBND","JPST","JULD","MU","HYG","TBT","UGA","XES","PXJ","TLH","HBMX","TPOR","EMPB","RAM","NELS","SKRE","GOLY","USHY","US6M.BOND"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656394016","title":"美國四大科技巨頭競逐AI，支出承諾總計超2萬億美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2656394016","media":"环球市场播报","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656394016?lang=zh_tw&edition=fundamental","pubTime":"2026-08-01 07:42","pubTimestamp":1785541320,"startTime":"0","endTime":"0","summary":"数据中心竞赛中的四大巨头已承诺在未来几年内投入近2.4万亿美元，表明对人工智能基础设施的投资将继续大幅增加。以$谷歌$母公司Alphabet为例，该公司上周披露，尚未开始执行的采购承诺、合同义务及租赁承诺达到9020亿美元。Meta也披露了类似的大幅增长，未来支出承诺接近7000亿美元。该公司的承诺总额是一年前的逾八倍。Alphabet和亚马逊的自由现金流均已转为负值，Meta预计也将很快出现这一情况。","market":"sg","thumbnail":"https://static.tigerbbs.com/6a8642475395bb363eacb86148917e7b","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/6a8642475395bb363eacb86148917e7b"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/world/2026-08-01/doc-inikufht0844119.shtml","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["AGIX","ARTY","XMAG","CHAT","AMZN","AIPO","META","VTHR","QTOC","GOOG","MSFT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656394096","title":"美國四大科技巨頭競逐AI 支出承諾總計超2萬億美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2656394096","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656394096?lang=zh_tw&edition=fundamental","pubTime":"2026-08-01 06:33","pubTimestamp":1785537205,"startTime":"0","endTime":"0","summary":null,"market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"live_zhitongcaijing","symbols":["AIPO","AAPL","CHAT","GOOG","VTHR","AGIX","AMZN","ARTY","QTOC","TSLA","META","NVDA","MSFT","XMAG"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656395731","title":"現金縮水、內存成本飆升：科技巨頭AI建設代價高昂","url":"https://stock-news.laohu8.com/highlight/detail?id=2656395731","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656395731?lang=zh_tw&edition=fundamental","pubTime":"2026-08-01 03:01","pubTimestamp":1785524500,"startTime":"0","endTime":"0","summary":"人工智能热潮持续近四年，全球最大的科技公司仍在为未来做出宏大承诺，但问题在于它们正在此过程中大量消耗现金。根据高盛的预测，超大规模科技公司今年的AI支出预计将达到7650亿美元，到2027年将上升至近1.2万亿美元。亚马逊在周四将全年资本支出预测上调至2200亿美元，这一数字在四家超大规模企业中是最高的。　　亚马逊还报告称，其过去12个月的自由现金流为负76亿美元。而在一天前，Meta披露其现金生成能力较去年同期下降了91%。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-08-01/doc-iniktust0786335.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina_us","symbols":["AIPO","QTOC","MSFT","AAPL","META","ARTY","DRAL","AGIX","AMZN","CHAT","DRAM","GOOG","NVDA","TSLA","RAM","VTHR","XMAG","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655546369","title":"7450億美元砸向AI基建的背後：科技巨頭加速燒錢，華爾街愈發審慎","url":"https://stock-news.laohu8.com/highlight/detail?id=2655546369","media":"澎湃新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655546369?lang=zh_tw&edition=fundamental","pubTime":"2026-07-31 20:38","pubTimestamp":1785501480,"startTime":"0","endTime":"0","summary":"美股科技巨头计划继续在人工智能（AI）上投入巨资，而投资者则需要看到更多切实可见的回报成果。近日，美股AI巨头陆续公布年中财报。其中，Meta、谷歌母公司Alphabet和亚马逊再度上调2026年资本开支指引。算上微软，目前四大巨头的全年资本上限有望达到7450亿美元，该数字将远超2025年的4558亿美元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202607313828571017.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202607313828571017.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["AIPO","FAZ","AAPL","CHAT","GOOG","VTHR","AGIX","AMZN","ARTY","QTOC","TSLA","META","NVDA","MSFT","XMAG"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655351176","title":"基金經理：市場對美股「七大科技巨頭」擔憂升温，資金開始放眼海外","url":"https://stock-news.laohu8.com/highlight/detail?id=2655351176","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655351176?lang=zh_tw&edition=fundamental","pubTime":"2026-07-31 17:16","pubTimestamp":1785489360,"startTime":"0","endTime":"0","summary":"美股 “七大科技巨头” 持仓集中度过高，让投资组合抗风险能力变弱。出于对美股七大科技巨头一家独大的顾虑，资金开始分散配置，降低美股持仓依赖。这位任职于骏利亨德森全球阿尔法股票团队的基金经理在专访中称：“资金明显开始主动布局美国以外的市场。”麦克马纳斯称，大量投资者重仓集中在少数美股大盘科技股，一旦这批龙头行情走弱，整个投资组合会承受巨大压力。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-07-31/doc-iniksxpi1227414.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["MSFT","GOOG","AAPL","TSLA","AMZN","XMAG","META","NVDA"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655351344","title":"科技巨頭AI投資狂潮 總投入突破1萬億美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2655351344","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655351344?lang=zh_tw&edition=fundamental","pubTime":"2026-07-31 17:06","pubTimestamp":1785488760,"startTime":"0","endTime":"0","summary":"自三年半前各大企业开启AI主导权争夺战以来，四大超大规模云服务商累计资本投入已突破1万亿美元。根据四家企业近两周披露的财报，从2023年AI产业热潮兴起至今年6月末，谷歌、亚马逊、微软、Meta合计资本开支高达1.1万亿美元。目前两家AI实验室均有上市规划。Meta没有云业务，但表示AI有效优化广告精准投放；公司本季度总营收同比大涨28%，达到610亿美元。","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-07-31/doc-iniksxpi1220778.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["META","QTOC","VTHR","TSLA","ARTY","AAPL","MSFT","XMAG","NVDA","CHAT","AGIX","GOOG","AMZN","AIPO"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655358846","title":"美股科技巨頭財報季留下的懸念：「資本開支」與「AI收入」都在增長，誰會贏得敍事？","url":"https://stock-news.laohu8.com/highlight/detail?id=2655358846","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655358846?lang=zh_tw&edition=fundamental","pubTime":"2026-07-31 16:20","pubTimestamp":1785486017,"startTime":"0","endTime":"0","summary":"科技四巨头二季度合计资本开支达1700亿美元，同比暴增78%。钱花出去了，赚回来多少？AWS AI年化收入突破250亿、Azure达370亿，云业务正成为最硬的变现证明；但四家合并自由现金流跌至十年低点约70亿美元，Google史上首现单季负值。这场资本开支与AI收入的生死赛跑，答案悬而未决。","market":"us","thumbnail":"https://static.tigerbbs.com/7fdc3f75436a09e2fd0cb93fe63cf291","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/7fdc3f75436a09e2fd0cb93fe63cf291"],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3778408","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["PSCI","GOOG","MADE","QTOC","ARTY","MSFL","XMAG","META","TRUI","METW","AMZN","AFLG","UXI","VTHR","AIPO","GOU","GOOP","AMZY","GOOX","GOOY","IYJ","AMZU","GGLL","MSFW","FIDU","AINT","AMZW","METD","MSFO","GOOGL","VIS","XLII","FBY","FBYY","MSFX","QIDX","DVIN","REGS","METU","MSFT","AMZP","AMZD","CHAT","FRTY","PJFM","GOOW","AGIX","AMZZ","MSFU","AZYY","XLIX","MSFD","MSFY","GGLS","APRP","FBL"],"isVideo":false,"video":null,"gpt_icon":1}],"pageSize":20,"totalPage":10,"pageCount":4,"totalSize":200,"code":"91000000","status":"200"}]}}